Author: Gavin L. DiStasi

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Roth IRA Conversions – What to Consider

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in...

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...

Say Goodbye to the Restricted Application for Spousal Benefits

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out....

Preparing for an Amicable Divorce

No one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that...

6 Things Your Estate Plan Should Address

With the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work...

La Dolce Vita

An interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather...

MS Ride 2018 Wrap Up

On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity...

Alimony & Acrimony

When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017,...

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2018

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing